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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,876 | $91,179-93.6% | $178,499-96.7% | $79,852-92.6% |
| Participation rate | 82.1% | 69.2%+12.8pp | 81.9%+0.1pp | 69.6%+12.4pp |
| Annual return | 4.11% | 24.19%-20.1pp | 151.10%-147.0pp | 31.72%-27.6pp |
| Employer contribution / active EE | $777 | $3,256-76.1% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,080 | $6,749-84.0% | $13,986-92.3% | $5,306-79.6% |